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Bob Doll Resurfaces at Crossmark Global Investments

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What You Need to Know

  • Doll is the new chief investment officer at Crossmark, a a faith-based boutique investment management firm.
  • Doll had retired from Nuveen in March after eight years with the firm and 42 years experience in the industry.
  • He is known for his annual Ten Predictions lists on markets.

Bob Doll, who retired from Nuveen in March as its chief equity strategist, has joined Crossmark Global Investments as the firm’s new chief investment officer.

Doll, who has 42 years of experience in the asset management industry, is best known for his annual Ten Predictions for the financial market, which were released at the beginning of each new year and updated midyear, each time measuring what got right, wrong or partially correct.

In his new role, Doll leads Crossmark’s investment team and is responsible for growing and expanding the firm’s investment product offerings, focusing specifically on several new actively managed products. He will also open a new branch of the firm in Princeton, New Jersey, reporting directly to the President and CEO Mike Kern and working alongside Chief Market Strategist Victoria Fernandez.

“We’re thrilled to welcome Bob as our new Chief Investment Officer. He is a powerhouse and thought leader among the investment community,” said Kern in a statement.

Crossmark describes itself as a “faith-based boutique investment firm.”

Doll said he was “pleased to be joining a firm that holds its investment products to a high ethical standard and embeds its values into its overall business model. It is a rarity to come across such a unique culture, and I’m excited to continue my journey in this industry in a way that is also significant for the common good.”

According to its website, Crossmark “provides a full suite of investment strategies to institutional investors, financial advisors, and the clients they serve … helping our clients align their investments with their values by creating socially-conscious, responsible investment strategies.”

The firm, which was founded in 1987 and is headquartered in Houston, had $4.1 billion in discretionary assets under management for 3,165 accounts, according to its latest Form ADV filing with the Securities and Exchange Commission, dated, Oct. 22, 2020.

In his latest market commentary, dated, June 1, 2021, Doll concludes that “cyclical risks are tilted towards higher bond yields and a bumpier path ahead of risk assets.” He says the firm is “mildly pro-growth” in portfolios and favors a “gradual rotation out of U.S. assets towards non-U.S. currencies and assets.”

(Photo: Christopher Goodney/Bloomberg)


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